RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ROBERT SOMERVILLE KELLING JR.
CRD #134081 BERKELEY, CA
SEC
AUM
$46M
Employees
5
ACQUIRERS FUNDS, LLC
CRD #298309 ROLLING HILLS, CA
SEC
AUM
$46M
Employees
1
ALESCO GLOBAL ADVISORS LLC
CRD #136686 SAN MATEO, CA
SEC
AUM
$46M
Employees
5
BAKER STREET ASSET MANAGEMENT, LLC
CRD #299027 SAN FRANCISCO, CA
SEC
AUM
$45.9M
Employees
2
WEALTHLYNK, INC.
CRD #327527 FALLBROOK, CA
SEC
AUM
$45.7M
Employees
1
PETER WILLIAM JOHNSON, JR.
CRD #133538 SUNNYVALE, CA
SEC
AUM
$45.5M
Employees
1
CAPITAL CAPITAL ADVISORS LLC
CRD #136983 LARKSPUR, CA
SEC
AUM
$45.5M
Employees
1
MOK STANLEY QUION
CRD #110182 LOS ALTOS, CA
SEC
AUM
$45.4M
Employees
1
SWAN & HERRING, LLC
CRD #113540 LAGUNA NIGUEL, CA
SEC
AUM
$45.1M
Employees
5
GASKIN WEALTH MANAGEMENT, LLC
CRD #143536 DANVILLE, CA
SEC
AUM
$45M
Employees
1
MURPHY INVESTMENT MANAGEMENT INC
CRD #113368 HALF MOON BAY, CA
SEC
AUM
$45M
Employees
5
IRI INVESTMENT ADVISORS, LLC
CRD #157291 IRVINE, CA
SEC
AUM
$45M
Employees
1
SUMMIT GLOBAL MANAGEMENT INC.
CRD #104558 LA JOLLA, CA
SEC
AUM
$45M
Employees
6
CAPITAL COVE BANCORP LLC
CRD #155705 NEWPORT BEACH, CA
SEC
AUM
$45M
Employees
11
HOLLIS CAPITAL MANAGEMENT, LLC
CRD #132563 SAN FRANCISCO, CA
Private Funds
AUM
$45M
Employees
1
COGO WOLF ASSET MANAGEMENT, LLC
CRD #139158 SAN FRANCISCO, CA
SEC
AUM
$45M
Employees
5
LIBERTY WEALTH MANAGEMENT, LLC
CRD #147860 SANTA ANA, CA
SEC
AUM
$45M
Employees
1
TALKOT CAPITAL, LLC
CRD #134962 SAUSALITO, CA
SEC
AUM
$45M
Employees
5
GRIFFIN CAPITAL BDC ADVISOR, LLC
CRD #171926 EL SEGUNDO, CA
SEC
AUM
$44.9M
Employees
7
MOLUMPHY CAPITAL MANAGEMENT
CRD #105613 SAN FRANCISCO, CA
SEC
AUM
$44.8M
Employees
1
PRIVATE REALTY INVESTMENTS, INC.
CRD #131900 LARKSPUR, CA
SEC
AUM
$44.8M
Employees
5
LONDON PACIFIC INSURANCE MARKETING CO
CRD #106690 SACREMENTO, CA
SEC
AUM
$44.8M
Employees
5
GOLDSMITH & SZABO LLC
CRD #109033 LOS ALTOS, CA
SEC
AUM
$44.7M
Employees
5
DEEP BLUE CAPITAL MANAGEMENT, L.P.
CRD #168940 MENLO PARK, CA
SEC Private Funds
AUM
$44.7M
Employees
7
JONES WALL STREET INCORPORATED
CRD #112524 WESTLAKE VILLAGE, CA
SEC
AUM
$44.6M
Employees
5